Quarter 4Topic: How will I deliver the priorities for

the remainder of Q4?

Smooth transition from Off line to On line

Give every advisor a sense of well being Give every advisor a sense of well being Ensure all training is completeEnsure all training is completeEmbrace positivity Embrace positivity Set standards and milestones to reach thisSet standards and milestones to reach thisCoach with use of ‘Sit By’ and ‘Remotes’Coach with use of ‘Sit By’ and ‘Remotes’

Daily basisVariance 20% targetVariance 20% targetWhat is workingWhat is workingBenchmarkBenchmark

New Year and challengesClean slate Clean slate Back to basics Back to basics Embrace changesEmbrace changesAll training completeAll training completeAttend training myselfAttend training myself

Care Ensure all advisors are supported Ensure all advisors are supported Answer all questions in a timely manner Answer all questions in a timely manner Address all coaching needs ‘in the moment’Address all coaching needs ‘in the moment’

Retention Coach all advisors on ‘Save and Retention’ Coach all advisors on ‘Save and Retention’ offers on a weekly basisoffers on a weekly basisListen to stops and feed back to advisors Listen to stops and feed back to advisors Gain ‘buy in’ on saving customers and Gain ‘buy in’ on saving customers and retainingretainingHand out hints and tips to all advisorsHand out hints and tips to all advisorsShare best practiceShare best practice

Standards Set standards and targetsSet standards and targetsSet milestones/timeline to achieve Set milestones/timeline to achieve Bench mark performance with ‘in site’ and top Bench mark performance with ‘in site’ and top performing team in UK and look at top performing team in UK and look at top advisorsadvisorsReview ‘Daily Dash’ with each advisor Review ‘Daily Dash’ with each advisor

My Pledge to my advisors Two ‘Sit by’ coaching sessionsTwo ‘Sit by’ coaching sessionsOne ‘Remote’One ‘Remote’Feed back all coaching in a positive mannerFeed back all coaching in a positive mannerOne ‘Smart Action’ to work towards One ‘Smart Action’ to work towards

Pledge to Q4To meet all standardsTo meet all standardsMove to Quintile One Move to Quintile One Increase my KPI’sIncrease my KPI’sClose variance on team especially my bottom Close variance on team especially my bottom 20%20%